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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,926 | $93,064-93.6% | $74,577-92.1% | $273,972-97.8% |
| Participation rate | 43.5% | 74.9%-31.5pp | 68.1%-24.6pp | 83.0%-39.5pp |
| Annual return | 9.84% | 26.18%-16.3pp | 20.47%-10.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,505 | $4,160-63.8% | $3,458-56.5% | $5,287-71.5% |
| Admin fee / account holder | $32 | $5,273-99.4% | $4,138-99.2% | $10,133-99.7% |